Filed October 25, 2023 (most recent of 3 filings on file)
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,829 | $45,050+17.3% | $63,018-16.2% | $70,126-24.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.34% | 18.76%-6.4pp | 87.62%-75.3pp | 73.15%-60.8pp |
| Employer contribution / active EE | $3,382 | $2,052+64.8% | $2,761+22.5% | $2,343+44.4% |
| Participant deferral / active EE | $4,802 | $2,466+94.8% | $3,330+44.2% | $3,332+44.1% |
| Admin fee / account holder | $1,062 | $2,834-62.5% | $3,601-70.5% | $4,645-77.1% |